Given & Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Given & Company, INC.
  • Sponsor EIN: 953416914
  • Sponsor Address: 3029 WILSHIRE BLVD, SANTA MONICA, CA, 90403
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $8.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$8.9M$254,339$202,184
202317$7.5M$128,988$177,362
202215$6.3M$179,402$158,710

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